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Home > Institutional Investor > Esl Trust Services, Llc > Profile

Instuitional Investor - Esl Trust Services, Llc

Fund Profile
Filing Period:
Fund Name: Esl Trust Services, Llc
Portfolio Value $489,449,829
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 118,734 $73,721,947 15.06%
2.
Spdr Series Trust
 640,595 $61,061,515 12.48%
3.
Avantis Intl Eq Etf
 734,503 $54,360,570 11.11%
4.
Schwab Strategic Trust
 FNDF 1,808,322 $47,920,542 9.79%
5.
Vanguard Whitehall Funds
 527,683 $47,554,792 9.72%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)